Search results for Client Strategies

Client service, redefined: How financial services firms can strengthen engagement

When clients reach out to a financial advisor, it’s often with a time-sensitive need, whether it’s getting clarification on a pending trade, asking questions about portfolio perfor...

How to Have a Client-Centric Approach When You Don’t 'Own' the Client Relationship

In a firm where client-centricity is everyone's job, clients don't just get great advice; they get it faster, with less friction, and in a form that's easier to act on. That's the...

Clients are interviewing real estate agents differently. Here’s what they’re really looking for

Clients are choosing real estate agents based on listening, candor, and steady follow-up, as uncertainty raises the bar for service.

How Client Centricity Evolves Across Operational Models

In this FinextraTV Interview from the Communify Intelligence Experience, Lisa Salvi, Managing Director, Business Consulting and Education, Charles Schwab, explored the position of...

Grow your practice without adding new clients

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

United States: Updated Qualified Client Standard

Planning for Clients Living With Multiple Sclerosis

How recent drug, coverage and digital execution changes reshape cash flow, fiduciary structure and protective planning.

Affluent investors are satisfied clients, but also open to pitches

The latest Cerulli Associates study tracking investors' willingness to pay for financial advice offered a mix of potential challenges with new business opportunities.

Can we talk about whether agencies should be client-centric?

A business designed around marketers' wants might not be set up to deliver on their needs.

Building an MCP server so Claude can query my SaaS analytics directly

Last week I shipped a Model Context Protocol (MCP) server for my analytics SaaS. Now Claude Desktop, Cursor, and any MCP compatible client can query traffic, revenue, and funnel da...

One MCP server, four clients, zero translation apps open in browser tabs

I built konid after translating work emails in Japanese for six months and realizing I was getting through each email but learning nothing. Same literal output every time, no sense...

How Can You Make Business Development a Natural Extension of Client Service?

Across firms, one pattern is unmistakable: the lawyers who excel at business development aren’t “doing BD” at all. They’re simply serving clients — but with a level of curiosity, f...

From scattered to streamlined: Rethinking client communication in professional services

Client communication rarely happens within standard business hours for professional services firms. Law firms often hear from prospective clients who reach out after hours for imme...

Why empathy and responsiveness matter in law firm client communication

Clients Want to Feel Heard - One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or porta...

Why empathy and responsiveness matter in law firm client communication

Clients Want to Feel Heard - One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or porta...

Client communication in 2026

client-communication-in-2026

Two relationships that will define the next decade of client value

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

Clientele Luxury Magazine Debuts Q1 2026 Insights on Strategies for High-Net-Worth Real Estate with Top Advisors

Clientele Luxury Global Magazine Releases Q1 2026 Luxury Market Insights Clientele Luxury Global Magazine enters 2026 with a front‑row view into how high‑net‑worth buyers are...